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Capital Financial Group’s RH RH Stock Holding History

Capital Financial Group’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
2,300
+115
+5% +$15.8K 0.2% 85
2026
Q1 		$306K Sell
2,185
-37
-2% -$6.74K 0.17% 90
2025
Q4 		$398K Buy
+2,222
New +$380K 0.22% 83

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Financial Group's RH Position: Q2 2026 in Review

Capital Financial Group increased its RH (RH) stake by 5.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,300 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #85.

Capital Financial Group first reported a position in RH in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 370 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Capital Financial Group held 2,300 shares of RH worth $379K as of Q2 2026.
  • Capital Financial Group bought 115 RH shares in Q2 2026, an estimated $15.8K.
  • RH made up 0.2% of Capital Financial Group's portfolio in Q2 2026, its #85 holding.
  • Capital Financial Group first reported a position in RH in Q4 2025 and has held it in 3 quarters since.
  • Capital Financial Group's RH position peaked at $398K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.